Brian M. Spern, Esq.
Senior Estate, Business & Wealth Planning Attorney
Brian M. Spern, provides in-house legal guidance that supports clients through estate planning, elder law, business formation, and related legal matters as part of a fully coordinated wealth strategy.
Brian earned his Bachelor of Science degree in Accounting before completing his Juris Doctor, giving him a strong foundation in both financial and legal strategy. His early professional years were spent in public accounting at national and regional firms, where he worked with clients in financial services, real estate, and not-for-profit organizations. This background allows him to approach legal planning with a deep understanding of the financial implications behind every decision.
Brian’s legal practice concentrates on estate planning and elder law, addressing the complex legal issues facing senior citizens, families, and business owners. He also assists clients with business formations and provides representation in general civil litigation, allowing for continuity and clarity across multiple stages of planning and life transitions.
His primary areas of focus include:
- Asset protection and preservation planning using sophisticated legal techniques
- Planning for healthcare and long-term care costs for the aging and chronically ill
- Drafting and preparation of wills, trusts, living wills, advance directives, powers of attorney, and special needs trusts
- Probate, estate administration and distribution, guardianships, and estate and inheritance tax matters
- Fiduciary litigation, estate litigation, and general civil litigation
- Business formation and related legal structuring
Brian is admitted to practice law in Maryland, the District of Columbia, and the State of New York. He is an active member of the Elder Law and Estates & Trusts Sections of the Maryland State Bar Association, as well as the Bar Associations of Baltimore City, Baltimore County, and the District of Columbia.
In addition to his legal work, Brian has lectured extensively throughout the state on Elder Law and Estate Planning. He is also a strong advocate for community outreach and continues to serve the Baltimore community by providing pro bono estate planning services to underprivileged and elderly individuals.
At Financial 1 Wealth, Brian plays a critical role in ensuring that each client’s Strategic Wealth Blueprint™ is legally sound, thoughtfully structured, and aligned with their long-term goals — helping protect their wealth, their family, and their legacy with clarity and confidence.
That’s why we built the Keep-More Wealth Plan™ — a simple, proven approach to help you:
Keep more of what you earn
Build reliable income for life
Protect your family’s future
Meet the Team
At Financial 1 Wealth, you don’t work with just one advisor — you work with a team of experienced professionals dedicated to protecting what you’ve built. Our firm brings together financial advisors, CPAs, and an in-house attorney to deliver coordinated, strategy-first guidance across every area of your financial life. Each member of our team plays a specific role in helping ensure your plan is thoughtful, integrated, and built around your best interests.
Together, we focus on one goal: helping you keep more of what you earn, retire with confidence, and protect your family’s legacy.
Tatyana Bunich
President & Founder
With over 35 years of experience, Tatyana founded Financial 1 Wealth to help families protect their wealth through strategy-first planning, integrity, and long-term clarity.
Brian M. Spern
Senior Estate, Business & Wealth Planning Attorney
Brian provides in-house legal guidance for estate planning, asset protection, and business formation, ensuring each client’s strategy is legally sound and thoughtfully structured.
Jeffrey Linker
Director of Tax Services
With more than 45 years of experience, Jeffrey leads tax strategy for individuals and small businesses, specializing in complex tax planning across multiple industries.
Sammy Spern
Director of Tax & Client Services
Sammy leads tax strategy and client relationships with a focus on education, personalization, and long-term success, working closely with clients at every stage of planning.
Staci Henderson
Chief Operating Officer (COO)
Staci oversees firm operations with a focus on accuracy, efficiency, and client experience, ensuring strategies are executed seamlessly and with precision.
Elana Spern
Director of Operations & Marketing
Elana leads operations, communications, and marketing initiatives, helping create a clear, consistent, and engaging experience for clients and the firm as a whole.
Malinda Trapp
Director of Client Services
Malinda ensures a seamless, high-quality client experience through exceptional service, attention to detail, and reliable coordination at every step.
